drjobs Retirement Specialist - LAUSD

Retirement Specialist - LAUSD

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1 Vacancy
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Job Location drjobs

California, CA - USA

Monthly Salary drjobs

$ 4000 - 4000

Vacancy

1 Vacancy

Job Description

About SoCal SafetyNet Co.:

At SoCal SafetyNet Co. we believe every educator and staff member deserves to retire with dignity and on their own terms. We specialize in guiding LAUSD employees through their retirement options ensuring they have the knowledge and support needed to make informed decisions.

Job Description:

We are looking for motivated individuals who are passionate about helping people secure their financial futures. As a Retirement Specialist you will assist LAUSD employees in understanding their pension options benefits and financial strategies to ensure a smooth transition into retirement.

Key Responsibilities:

  • Educate LAUSD employees on their retirement benefits including CalSTRS and CalPERS.

  • Provide personalized consultations to help clients create a retirement plan that fits their needs.

  • Assist with paperwork and the retirement application process.

  • Use Google Workspace (Docs Sheets Drive Gmail Calendar) and other digital tools to manage client interactions and documentation.

  • Stay informed on retirement policies and changes that impact LAUSD employees.

  • Conduct virtual or inperson meetings at your convenience.

Qualifications:

  • Strong desire to help people retire with dignity and confidence.

  • Comfortable using Google Workspace email and other online applications.

  • Excellent communication and people skills.

  • Selfmotivated organized and able to work independently.

  • No prior financial or retirement planning experience required training provided!

Why Join SoCal SafetyNet Co.

  • CommissionBased Pay Unlimited earning potential based on performance.

  • Independent Contractor Role Be your own boss and set your own schedule.

  • Make a Difference Help educators and staff secure their financial future.

  • Support & Training We provide the tools and guidance you need to succeed.

If you re passionate about making a real impact in people s lives and want the freedom to work on your terms we d love to hear from you!


NOTICE: It is essential to attempt the prescreeners provided during the application process. Applications lacking completed prescreeners will not be taken into consideration for this position.


Employment Type

Full Time

Company Industry

Insurance

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